Action Lists Updates

This idea has a few requests to make action reporting better. 

  1. Allow lists to be emailed to fundraisers just like the analysis reports
  2. When exporting to Excel, include the summary and notes section
  3. In the list view, allow us to see the summary and notes section separately or show the whole thing
  4. Be able to filter the action statue with more flexibility. I would like to only see past due and in progress and filter out completed. 
  • Guest
  • Jul 25 2018
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